Rekenthaler Report

Southern California Bond Managers: Big Smoke, Small Fire

Much personal drama, not much investment disparity.

The Latest Salvo Against Indexing

They lead to lazy CEOs and fat-cat profits.

5 Funds That Don’t Exist, but Should

They would be investment successes, although perhaps not commercial hits.

How Personalities Determine Investment Styles

You're either born a growth-stock investor, or you're not.

What Is the Right Amount of International Diversification?

Whatever amount you wish (within reason).

4 Reasons Not to Own the Market Portfolio

There are valid reasons to take a different approach.

Should You Own the Market Portfolio?

Two Nobel Laureates, two answers.

The Cult of the Portfolio Manager

An idea whose time has come--and gone.

Dow 36,000: Mass Illusion, or an Idea Ahead of Its Time?

Revisiting 1999’s best-seller.

Are Index Funds Too Soft on CEOs?

Let's look at the argument that indexers fail with corporate governance.

3 Reasons Index Investors Deserve Perdition (or Not)

Do the arguments that indexers are hurting the market hold water?

The Perfect Storm for Active Stock-Fund Managers

They have faced the stiffest possible headwinds.

ETFs Aren't Always What They Seem

The curious disappearance of the company called PureFunds.

What David Swensen Didn’t Write About Stock Trading Spreads

His New York Times editorial was correct—as far as it went.

What to Do If Your Fund Changes Portfolio Managers

The study says … do nothing!

It's Groundhog Day (Again) for the U.S. Fund Industry

Vanguard, BlackRock, and plain-vanilla indexes dominate the sales charts.

Venture Capital: A Good Investment If You Can Get It

The problem is getting it.

Does Consumer Sentiment Predict Stock Prices?

Zigging when other investors are zagging.

Yes, Mutual Fund Managers Do Have Skill

A fat lot of good that does them.

Baskets, Baseballs, and Target-Date Funds

Sports marketplaces aren’t all that different from the investment arena.

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